Using the Template Designer

Adding fields

In the Designer, the left-hand panel lists the available field types. Drag one onto the document to drop a field at that position, then resize it by dragging its edges. Common field types:

• Signature / Initial — where a recipient draws, types, or uploads their signature.
• Text / Email / Phone / Company / Title / Name / Address — free-text entry fields, each with sensible validation for its type.
• Date / Date Signed — a date picker (Date Signed is stamped automatically at completion and isn't editable by the recipient).
• Checkbox / Radio / Dropdown — pick from a set of options.
• Number / Currency / Percentage — numeric entry with formatting.

Assigning a field to a role

Every field belongs to one of the template's roles. Click a field and choose its role from the properties panel. When an envelope is sent later, each role is mapped to a real recipient, and that person only sees the fields assigned to their role.

Multi-page documents

If your source file has multiple pages, scroll or use the page navigator to place fields on any page.

Saving

The Designer autosaves your field placements as you work. Use Preview to see roughly how a recipient would experience the document before publishing.